University of Vermont

Professional Development and Training

Software Classes

Axiom Annual Budgeting & Salary Planning Refresher

Facilitator: Financial Analysis & Budget Office staff
Target Audience:Business/Budget Managers
Time Allotted: 2 hours
PeopleSoft Course Number: CPT073

Level of Instruction: Intermediate
Prerequisites: Axiom license for single-year budgeting/salary planning

Overall Objectives: How to enter new-year line-item budgets and salaries in Axiom

Learning Outcomes:

  • Understand the process, user interface, and functionality for entering line-item budgets and new-year salaries and distributions
  • Learn how to run diagnostic tools and reports to check submitted data for errors
  • Learn key budget dates and deadlines
  • Learn how to access self-help resources including user guides and video tutorials
  • Learn how to navigate Axiom budgeting through hands-on practice in a training environment

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Axiom Financial Reports

Facilitator: Financial Analysis & Budget Office staff
Target Audience:Business/Budget Managers
Time Allotted: 2 hours
PeopleSoft Course Number: CPT072

Level of Instruction: Intermediate
Prerequisites: Axiom license

Overall Objectives: How to access and use Axiom budget-to-actual reports

Learning Outcomes:

  • Become familiar with the different Axiom financial reports available and which are best suited for a given purpose
  • Understand the basic characteristics/parameters of the Axiom reports
  • Learn how to refresh, filter, drill to detail, and change the report view
  • Practice using Axiom reports during time for hands-on exploration

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR



Axiom Multi-year Salary Planning

Facilitator: Financial Analysis & Budget Office staff
Target Audience:TBA
Time Allotted: 2 hours
PeopleSoft Course Number: CPT074

Level of Instruction: Intermediate
Prerequisites: Axiom license

Overall Objectives: TBA

Learning Outcomes:

  • TBA
  • TBA
  • TBA
  • TBA

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Axiom Single-Year Budgeting Open Lab

Facilitator: FAB Analysts
Target Audience:Individuals responsible for entering single-year budget data into Axiom.
Time Allotted: 2.5 hours
PeopleSoft Course Number: CPT076

Level of Instruction: Intermediate
Prerequisites: Must have an Axiom profile with access to enter single-year budget information. Individuals with laptops are encouraged to bring them.

Overall Objectives: Open Lab – individuals attend with specific questions to be addressed on how to enter budget information. Instructors offer hands-on assistance to individuals’ specific questions.

Learning Outcomes:

  • Budget questions will be answered.

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


ERS Certification Software Training

Facilitators: Mike Meunier and Dawn Caffrey
Target Audience: Administrators such as Business Managers and their respective administrative staff whose responsibilities include assisting the Principle Investigator and key personnel certifying effort on sponsored agreements. Administrators who are new in their supporting role or need a refresher on the ERS Certification process/module are encouraged to enroll.
Time Allotted: 1.5 Hours
PeopleSoft Course Number: CPT041

Level of Instruction: Introductory
Prerequisites: Fundamental understanding and working knowledge of the University’s Effort Management and Reporting policy

Overall Objectives: Provide participants with an understanding of the ERS certification module functionality and learn effective business practices in supporting certifiers during their review/certification process. A step-by-step review of the ERS system using examples will be demonstrated. Hands-on computer access for attendees will occur to reinforce understanding.

Learning Outcomes:

  • Understand the ERS Certification process (Planning, Pre-Review, Certification, Post-Review)
  • Become proficient in using the ERS-CERT functionality through lab exercises
  • Understand important planning considerations before certifiers are engaged to begin
  • Ability to develop an important communication strategy to support the effort certifications within your unit

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


ERS Commitment Effort Software

Facilitators: Mike Meunier and Dawn Caffrey
Target Audience: Administrators such as Business Managers and their respective administrative staff whose responsibilities include assisting the Principle Investigator and key personnel managing effort commitments on sponsored agreements. Administrators who are new in their supporting role or need a refresher on the ERS Commitment module are encouraged to enroll.
Time Allotted: 2 Hours
PeopleSoft Course Number: CPT044

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Provide participants with an understanding of the ERS commitment module functionality and learn effective business practices in supporting the Principle Investigator and key personnel in assessing and updating their effort plans on sponsored agreements.

Learning Outcomes:

  • Describe important effort related concepts, definitions and sponsor regulations
  • Explain the process of verifying and saving changes to an effort plan in ERS-CEM
  • Describe how to use reports to verify effort for all personnel charged to sponsored agreements
  • Identify potential compliance issues using this module
  • Utilize this tool to identify prior approval requirements from sponsors

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Excel 2016 – Basics Part 1

Facilitator: TBD
Target Audience: This introductory class is designed for the beginning or basic Excel user.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT055

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: At the end of this course, participants will be familiar with the layout of Excel, understand basic Excel terminology and functionality, and be able to create simple spreadsheets using Excel 2016.

Learning Outcomes:

  • Know the terms associated with Excel including Ribbon, Tabs, Groups and Back Stage View
  • Create worksheets and apply basic formatting to achieve data organization goals
  • Describe specific components of Excel Worksheet software
  • Edit data and worksheets to fit specific needs
  • Practice Excel skills utilizing real-world examples

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Excel 2016 – Basics Part 2

Facilitator: TBD
Target Audience: This class is designed for beginner or basic users who have completed Basic Excel Part 1 or are proficient with the topics covered in that class.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT056

Level of Instruction: Introductory
Prerequisites: CPT055 or proficiency with the topics covered in CPT055

Overall Objectives: To instruct basic users how to create and manage workbooks, and apply useful worksheet functionality.

Learning Outcomes:

  • Demonstrate a basic understanding of how Excel 2016 is organized
  • Create, modify and format worksheets
  • Customize Excel Themes and Table Styles
  • Design Headers and Footers in worksheets
  • Demonstrate how to use Data Forms
  • Apply Conditional Formatting to worksheet data

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Excel 2016 – Basics Part 3

Facilitator: TBD
Target Audience: This class is designed for beginner or basic users who have complete Basic Excel Parts 1 and 2 or who are proficient with the topics covered in those classes.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT057

Level of Instruction: Introductory
Prerequisites: CPT055 and CPT056 or proficiency with the topics covered in CPT055 and CPT056

Overall Objectives: To build on the lessons learned in Excel 2016 Basics Parts 1 and 2, by creating and managing data in worksheets and workbooks.

Learning Outcomes:

  • Create a workbook using a template
  • Craft a custom template
  • Identify different types of data
  • Discover how to rotate cell data
  • Manage data using the Data tab
  • Practice Flash Fill functionality for data
  • Transpose data in columns and rows
  • Share and protect worksheets and workbooks

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR



Excel 2016 – Formulas Basics

Facilitator: TBD
Target Audience: Experienced Excel users interested in learning how to create basic formulas and practice utilizing common functions and Excel features.
Time Allotted: 3 hours
PeopleSoft Course Number: CPT059

Level of Instruction: Intermediate
Prerequisites: CPT055, CPT056 and CPT057 or proficiency with the topics covered in CPT055, CPT056 and CPT057

Overall Objectives: Understand how to effectively use the advanced formatting features available in Excel to quickly and efficiently format large amounts of data. This class will also teach skills related to understanding and using basic formulas and functions.

Learning Outcomes:

  • Filter and sort data in a worksheet
  • Define mathematical operators and demonstrate proper use
  • Construct basic formulas to perform calculations
  • Practice common functions such as: CONCATENATE, UPPER, IF, TRIM, and TODAY
  • Practice the Subtotal, Text to Columns, Conditional Formatting, and Remove Duplicate features

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Excel 2016 – Formulas Intermediate Part 1

Facilitator: TBD
Target Audience: This 2-part class is designed for Excel users who have experience working with basic formulas, and who are interested in building on that knowledge.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT060

Level of Instruction: Intermediate
Prerequisites: CPT059 or proficiency with the topics covered in CPT059

Overall Objectives: By the end of this 2-part training course, you will have a solid understanding of many of the formulas and functions available in Excel, and will be comfortable utilizing them in your worksheets.

Learning Outcomes:

  • Utilize absolute referencing
  • Create named ranges to use in formulas and functions
  • Understand how to use the numerous Count functions
  • Construct VLOOKUP formulas to search a data range

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Excel 2016 – Formulas Intermediate Part 2

Facilitator: Nick Hartshorn
Target Audience: This 2-part class is designed for Excel users who have experience working with basic formulas, and who are interested in building on that knowledge.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT068

Level of Instruction: Intermediate
Prerequisites: CPT060

Overall Objectives: By the end of this 2-part training course, you will have a solid understanding of many of the formulas and functions available in Excel, and will be comfortable utilizing them in your worksheets.

Learning Outcomes:

  • Generate linked worksheets
  • Understand how to break down complicated formulas
  • Employ the function wizard
  • Experiment with some key Excel functions, such as SUBTOTAL and IF
  • Utilize Array formulas to gain consistency, formula integrity, and smaller file sizes

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Excel 2016 – Intermediate

Facilitator: TBD
Target Audience: This class is designed for Excel 2016 users with a solid understanding of the basics of spreadsheets who wish to perform more complex operations.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT058

Level of Instruction: Intermediate
Prerequisites: CPT055, CPT056 and CPT057 or proficiency with the topics covered in CPT055, CPT056 and CPT057

Overall Objectives: Gain experience using intermediate formatting skills in Excel, and creating charts and graphs.

Learning Outcomes:

  • List the types of charts and graphs available in Excel and describe their functions
  • Compare types of charting tools and choose the best for your data
  • Construct various charts and graphs
  • Analyze and correct errors in how data is displayed in a chart or graph
  • Understand the AutoSum functionality
  • Convert text to columns
  • Summarize data on the status bar
  • Link and embed objects
  • Insert hyperlinks

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Excel 2016 – Macros Basics

Facilitator: Nick Hartshorn
Target Audience: Experienced Excel users who wish to learn how to create simple Macros.
Time Allotted: 2 hours
PeopleSoft Course Number: CPT061

Level of Instruction: Advanced
Prerequisites: Proficiency with basic and intermediate functions in Excel

Overall Objectives: This course will provide you with basic skills related to building and troubleshooting Macros in Excel.

Learning Outcomes:

  • Describe common uses for Macros
  • Discuss timesaving benefits of Macros
  • Discover how to enable Macros in Excel
  • Construct a basic Macro utilizing your own data
  • Troubleshoot common Macro problems
  • Distinguish between Absolute and Relative Macros

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Excel 2016 – Pivot Tables Basics

Facilitator: TBD
Target Audience: Experienced Excel users who wish to learn how to create Pivot Tables and Pivot Charts.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT062

Level of Instruction: Intermediate
Prerequisites: Proficiency with basic function and navigation in Excel

Overall Objectives: At the end of this class, you will be able to create simple Pivot Tables and Pivot Charts.

Learning Outcomes:

  • List three benefits of using Pivot Tables
  • Construct basic Pivot Tables in Excel
  • Customize Pivot Table data using advanced features
  • Name three advantages of using Pivot Charts
  • Build and tailor basic Pivot Charts using advanced Excel features

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Excel 2016 – Pivot Tables Advanced

Facilitator: Nick Hartshorn
Target Audience: Experienced Excel users who wish to learn how to create simple Macros.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT069

Level of Instruction: Advanced
Prerequisites: CPT062 or proficiency with the topics covered in CPT062

Overall Objectives: Use Pivot Tables to more effectively analyze PeopleSoft data.

Learning Outcomes:

  • Create advanced Pivot Tables in Excel
  • Utilize the native Excel Model to create Pivot Tables from multiple data sets
  • Develop knowledge of Pivot Table and Field options
  • Learn how to create Calculated Fields
  • Use advanced formatting options for Pivot Tables
  • Practice skills utilizing PeopleSoft data

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


PeopleAdmin Basic

Facilitator: Rafae Khan, Recruitment & Retention Advisor
Target Audience: Department Users of PeopleAdmin
Time Allotted: 2.5 Hours
PeopleSoft Course Number: PPA001

Level of Instruction: Introductory
Prerequisites: Participants should be PeopleAdmin users in their current role.

Overall Objectives: This session will provide an overview of the revamped PeopleAdmin mini-manual and how to use it. Participants will learn best practices for using PeopleAdmin effectively and efficiently.

Learning Outcomes:

  • Demonstrate a basic understanding of how PeopleAdmin works “behind the scenes”
  • Learn how to initiate actions, create job postings and handle applicants
  • Tricks and shortcuts for using PeopleAdmin quickly

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


PeopleAdmin Advanced

Facilitator: Rafae Khan, Recruitment & Retention Advisor
Target Audience: Experienced users of the PeopleAdmin Position Management and Applicant Tracking modules who are looking to refresh their skills and ask questions.
Time Allotted: 1.5 Hours
PeopleSoft Course Number: PPA004

Level of Instruction: Intermedidate/Advanced
Prerequisites: Participants should be PeopleAdmin users in their current role.

Overall Objectives: To go over best practices in PeopleAdmin, ask questions, and learn new techniques.

Learning Outcomes:

  • To be able to use the PeopleAdmin system more effectively and with less errors.

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


PeopleAdmin: Performance Module Basics

Facilitator: Rafae Khan, Recruitment & Retention Advisor
Target Audience: Supervisors, Business Managers, HR Representatives or Support Staff for these roles
Time Allotted: 1 Hour
PeopleSoft Course Number: PPA003

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: This session will provide an overview of the online performance review process for staff* performance reviews in PeopleAdmin. Participants will learn how to complete an online review and upload paper reviews in the performance management module.

*Please Note: This training does not cover faculty performance reviews

Learning Outcomes:

  • Demonstrate a basic understanding of the PeopleAdmin Performance Module
  • Learn how to complete a plan, supervisor review and employee review
  • Identify and learn best practices for completing performance reviews within the online system

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


PeopleSoft Basics

Facilitator: Kristy Perry
Target Audience: UVM business managers and financial support staff
Time Allotted: 3 Hours
PeopleSoft Course Number: PSU010

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: The PeopleSoft Basics course will introduce users to UVM’s PeopleSoft Financial and HR Applications. Participants will learn basic terminology and skills such as, navigating in the system, creating favorites for quick access, as well as basic employee and business manager functionality.

Learning Outcomes:

  • Demonstrate a basic understanding of the PeopleSoft system including components/modules, terminology and navigation
  • Use various help tools such as mini-manuals and Footprints
  • Demonstrate a basic understanding of employee functionality including entering time, expense reports, and employee self-service
  • Demonstrate a basic understanding of business manager functionality including reports and queries, journals, budget checking, reviewing time reporting, and requisitions and purchase orders

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


PeopleSoft Billing & Accounts Receivable 101

Facilitator: Sharon Bergeron, Lindsey Donovan and Renee Hunt
Target Audience: Personnel responsible for processing Billing & Accounts Receivable through PeopleSoft
Time Allotted: 2 Hours
PeopleSoft Course Number: POL016

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Hands-on training in the core billing and accounts receivable set-up, screens, queries and reports in PeopleSoft.

Learning Outcomes:

  • Review the structure of the Billing set-up (Billing Business Unit, Bill Type, Customer)
  • Enter, modify, validate and ready a bill (Use revenue distribution code, Use charge code and Running and analyzing the billing and invalid lines report)
  • Printing invoices (Proforma and Reprinting)
  • Review budget reports for impact of billing entries
  • Review open balances and account history for a customer
  • Processing a payment
  • Crediting a bill
  • Issuing a refund

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


PurCard Reallocation Process

Facilitators: Erin Fitzgerald and Holly LeBlanc
Target Audience: Office Assistants and Business Managers
Time Allotted: 2 Hours
PeopleSoft Course Number: PSF011

Level of Instruction: Introductory

PREREQUISITES - Must meet ALL criteria::

  • At least 3 months of Peoplesoft experience.
  • Must have completed Peoplesoft Basics (PSU010)
  • Must have responsibility for financial functions in Peoplesoft.
  • Overall Objectives: This session is designed to show you how to reallocate UVM purchasing card expenses. We will also review the UVM Travel Policy and Procurement Policy as it pertains to allowable expenses on the PurCard.

    Learning Outcomes:

    • Utilize PeopleSoft to find PurCard journals
    • Explain PurCard expenses by adjusting chartstrings
    • Describe how to split expenses among multiple chartstrings
    • Describe how to submit, print and budget check PurCard journals

    Recommended Pre- and Post-Class Actions

    Check availability and register by logging in to PeopleSoft HR


    Researching Payables and Invoices

    Facilitators: Erin Fitzgerald and Lisa Keefe
    Target Audience: Office Assistants and Business Managers
    Time Allotted: 1.5 Hours
    PeopleSoft Course Number: PSF018

    Level of Instruction: Introductory

    PREREQUISITES - Must meet ALL criteria::

    • At least 3 months of Peoplesoft experience.
    • Must have completed Peoplesoft Basics (PSU010)
    • Must have responsibility for financial functions in Peoplesoft.
    • Overall Objectives: This session will provide general information related to researching payables and invoices in PeopleSoft. The session will follow the life cycle of the invoice as it flows through the system.

      Learning Outcomes:

      • Describe basic strategies for researching payables and invoices
      • Ask questions related to processing payable and invoices in PeopleSoft system
      • Explain the basic procedures and policies related to payables and invoices at UVM

      Recommended Pre- and Post-Class Actions

      Check availability and register by logging in to PeopleSoft HR


      SPA Seminar: PeopleSoft Tools and Best Practices for Financial Management of Sponsored Projects

      Facilitator: Linda Serrantonio and Lana Metayer
      Target Audience: New Hires, Department Administrators, Grant Managers
      Time Allotted: 1.5 Hours
      PeopleSoft Course Number: CPT075

      Level of Instruction: Intermediate
      Prerequisites: Participants must have a basic understanding of sponsored projects, a familiarity with basic to mid-level PeopleSoft (monthly budget reports, journal entries, expense reports, PurCards, and Time & Labor) and possess a basic level of comfort and skill with Excel.

      Overall Objectives: This session provides an overview of existing PeopleSoft pages, queries and reports that are available for financial management of sponsored projects. SPA post-award-team leads also offer recommended best practices for department-level financial management of sponsored projects.

      Learning Outcomes:

      • Learn about key topics in financial management of sponsored project
      • Know the UVM processes around those key topics
      • Identify and learn some tools that are available to Department Administrators and Grant Managers for financial management of sponsored projects

      Recommended Pre- and Post-Class Actions

      Check availability and register by logging in to PeopleSoft HR


      Travel Basics

      Facilitators: Erin Fitzgerald and Tiffany Barker Cook
      Target Audience: Office Assistants and Business Managers
      Time Allotted: 1.5 Hours
      PeopleSoft Course Number: PSF016

      Level of Instruction: Introductory
      Prerequisites: Participants should have responsibility for financial functions in PeopleSoft and a minimum of 3 months PeopleSoft usage

      Overall Objectives: This workshop will discuss reimbursement for expenses accrued on University business. Participants will gain an understanding of University travel and business meal policies as well as how best to obtain a reimbursement using tools available. Additional topics include: basics for domestic and international travel, receipt requirements, approver responsibilities and frequently asked questions.

      Learning Outcomes:

      • Discuss reimbursement processes for expenses accrued while on University business
      • Review University travel and business meal policies
      • Explain the responsibilities of expense approvers on campus

      Recommended Pre- and Post-Class Actions

      Check availability and register by logging in to PeopleSoft HR


      Advanced Travel

      Facilitators: Erin Fitzgerald and Tiffany Barker Cook
      Target Audience: Office Assistants and Business Managers
      Time Allotted: 1.5 Hours
      PeopleSoft Course Number: PSF017

      Level of Instruction: Intermediate

      PREREQUISITES - Must meet ALL criteria::

      • At least 3 months of Peoplesoft experience.
      • Must have completed Peoplesoft Basics (PSU010)
      • Must have responsibility for financial functions in Peoplesoft.
      • Overall Objectives: Participants are introduced to advanced functionality of the Travel and Expense module of PeopleSoft.

        Learning Outcomes:

        • Demonstrate an advanced understanding of Travel and Expense reimbursement policies and procedures at UVM
        • Explain advanced functionality of the Travel and Expense module of PeopleSoft
        • Utilize various tools to create expense reports
        • Modify existing expense reports to document attendees and hotel expenses

        Recommended Pre- and Post-Class Actions

        Check availability and register by logging in to PeopleSoft HR


        Open Lab: PeopleSoft Billing & Accounts Receivable

        Facilitator: Sharon Bergeron, Lindsey Donovan and Renee Hunt
        Target Audience: Personnel responsible for processing Billing & Accounts Receivable through PeopleSoft
        Time Allotted: 2 Hours
        PeopleSoft Course Number: No Registration Required

        Level of Instruction: Introductory
        Prerequisites: None

        Overall Objectives: Hands-on training in the core billing and accounts receivable set-up, screens, queries and reports in PeopleSoft.

        Learning Outcomes:

        • Review the structure of the Billing set-up
          o Billing Business Unit
          o Bill Type
          o Customer
        • Enter, modify, validate and ready a bill
          o Use revenue distribution code
          o Use charge code
          o Running and analyzing the billing and invalid lines report
        • Printing invoices
          o Proforma
          o Reprinting
        • Review budget reports for impact of billing entries
        • Review open balances and account history for a customer
        • Processing a payment
        • Crediting a bill
        • Issuing a refund

        Recommended Pre- and Post-Class Actions

        Check availability and register by logging in to PeopleSoft HR


        If you don't see the class you need let us know! Take a moment and share your idea with us.

        Last modified November 12 2018 09:12 AM